In Process Podcast

In Process: Conversations about Business in the 21st Century is presented by Trusted Counsel. Business involves constant change and challenges. In Process brings you weekly conversations with business experts on topics to provide new ideas, tools and techniques to help you and your business grow and succeed.

This week on “In Process: Conversations about Business in the 21st Century,” we continue our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell.

In this second installment of our six-part podcast series, Managing Partner, Evelyn Ashley and John Monahon of Trusted Counsel speak with Trey James, co-founder and (former) CEO of Atlanta-based Xcentric, a managed network services company, that sold to Right Networks in 2017. Trey is also a technology thought leader to the accounting profession who is recognized as one of the 100 most influential people in the industry by Accounting Today. In this in-depth interview, he discusses the founding of Xcentric, the business model, and the industry externalities that eventually led him down the path to sell. Trey says, “what I learned in the end is that selling a business is just as energizing as growing a business because there’s a whole lot that happens after selling that can so much more interesting that what you’re doing in that business.”

Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution and is accelerating the growth of their customer base while providing exceptional customer service. Overall, the acquisition was positively received by Xcentric employees and the customers.

This week on “In Process: Conversations about Business in the 21st Century,” we begin our third annual series of podcast episodes dedicated to the topic of preparing to sell your business. According to a 2019 business trends study, 48% of business owners who want to sell have no exit strategy and many business owners are unprepared to sell.

In the first installment of our six-part podcast series, Managing Partner, Evelyn Ashley and Valerie Barton of Trusted Counsel speak with Vijay Rawat, the Managing Director GrowthPoint Technology Partners for his insight. GrowthPoint Technology Partners is a Silicon Valley based technology investment bank that provides financial and M&A advisory services to technology companies.

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon talks with Trusted Counsel colleagues Allen Bradley and Valerie Barton about some of the most common legal mistakes they encounter on a regular basis and their thoughts on how to avoid them. In Monahon’s view, there is a recognition element that entrepreneurs sometimes miss. For example, not putting restrictive covenants on employees of your organization, or not protecting your intellectual property. In this episode, we’ll help you understand the ways in which the law is a tool that can help you capture value and prevent costly problems (such as additional legal fees) down the road.

During the podcast CEO's, business owners, and C-level executives will learn:

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon speaks with Marty Schultz, a successful technology entrepreneur with a background in software engineering about an app development company he founded in 2014 called Blindfold Games. “The idea came out of an after-school program I was teaching at my daughters’ school for kids in the app club,” Marty told us. “The kids wanted to build a game, and I said okay, I’m willing to do the programming to build a game and show you how games are designed, but it has to be a game that’s really different than other games because if I’m programming, I want to do something interesting and different.” Today, more than 25,000 visually impaired people of all ages from around the world enjoy the wildly successful games of Blindfold Games.

During the podcast CEOs, business owners, and C-level executives will learn:

How ideas become technology

Marty's process for research and testing for the new app

How a "hobby" company, can identify for profit business ideas

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now of Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from listening. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

In this episode of In Process Podcast, Trusted Counsel speaks to former CEO/President of Xcentric, Trey James.

A little bit about Trey: He is a technology thought leader to the Accounting profession and he has been recognized as one of the "top 100 Most Influential People" in the accounting industry by Accounting today."

In 2017, his Atlanta based company Xcentric was acquired by Right Networks and is now Right Networks. Right Networks is the leading provider of cloud-based accounting and business solutions for CPA firms, accounting professionals and small businesses. Xcentric is a leader in managed IT solutions for accounting firms. Today, the expanded Right Networks continues to offer Xcentric’s complete cloud solution AND is accelerating the growth of their customer base while providing exceptional customer services.

Listen to this fascinating interview of how Trey decided he wanted to sell, how he and his team made the business attractive for the sale, surprises he had along the way and more!

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s Evelyn Ashley and John Monahon speak with Michael Jones, Attorney at Trusted Counsel who has a strong background in business-oriented technology. In this episode, he explains trends in data privacy in the United States. Listen to the conversation and understand what is meant by “intentional data privacy.” A strong point emphasized in the podcast is as a business owner, you should assume your business must comply with the new regulation in California, the California Consumer Privacy Act (CCPA). According to Michael, “if you are in the business of data collection – and nearly all businesses today are – or if your business involves California residents, you most likely will need to comply.”

During the course of the podcast CEOs, business owners, and C-level executives will learn:

The definition of the CCPA

Recommendations for best practices for your business on compliance

Understand what is mean by “intentional data privacy”

Final thoughts from Trusted Counsel on why every business should comply

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone.

Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

In this episode of In Process Podcast: Conversations about Business in the 21st Century, Trusted Counsel’s John Monahon and Valerie Barton speak to Dan Bradbary, Founder and Managing Partner of PMI Advisors. An accomplished entrepreneur, speaker and author, he has extensive experience with founding and selling various businesses. He founded PMI Advisors in 2017 upon recognizing the under-served needs of mid-market companies regarding post-merger integration. Since its founding, PMI Advisors has since become involved in the other phases of business management and operations ranging from business continuity planning, sale preparation, business process optimization and divestiture and carve out.

During the course of the podcast CEOs, business owners, and C-level executives will learn:

The PMI Advisors process when assisting business owners looking to sell

What is meant by having an emergency operations plan

The difference between an advisory board versus a board of directors

Post-sale final thoughts

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Erik Bush, CEO and Founder of Demand Driven Technologies (DD Tech). DD Tech was founded in 2011 and specializes in cloud-based supply chain software solutions. In 2018, the company was selected as a Venture Atlanta Presenting Company, the Southeast’s premier event for connecting technology innovation and investment capital.

In 2010, Bush retired from IBM after 31 years with the company, the majority in executive management roles. He told us during the podcast, “when I retired, I thought I might do something entrepreneurial, because I’ve always had the itch to go out and try my luck at that.” A year later, he started DD Tech. This was a fascinating interview as he shared a lot of insight about what it’s like to be a CEO and more!

During the course of the podcast CEOs, business owners, and C-level executives will learn:

What really led Bush to form DD Tech after he retired from IBM

DD Techs process for raising venture capital

Erik Bush’s sales lessons from his early days that has stuck with him over the years

KPI’s he follows closely every month

Pithy advice to new CEOs

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on Apple Podcasts and on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Bluetooth, the Apple iPhone, Facebook, and 4G (the fourth generation of mobile telecommunications), are undoubtedly some of the most important inventions of the 21st century. Colossal ideas of the future that required some serious innovation processes to reach each of their respective launches. This is where end-to-end process comes in, according to innovation strategist Susan Reed. In other words, to reach launch quickly and effectively, organizations need to place decision and success metrics in front of their innovation processes in order succeed.

In this episode of In Process: Conversations about Business in the 21st Century, hosts Evelyn Ashley and John Monahon of Trusted Counsel speak with strategist Susan Reed about innovation. Reed is the founder and CEO of EdgeDweller, which for 30 years has transformed organizations and individuals through front-end innovation practices that are powerful, practical and proven. She and the team at EdgeDweller have helped launch more than 150 products and services for 122 brands representing more than 25 industries. EdgeDweller specializes in creating high impact programs for corporations, strategic business units, nonprofits, individuals and small groups. Reed is passionately committed to driving up profitability while sustaining high growth through insightful analytics and intentional creativity.

During the Course of the podcast you will learn:

Safe disruptive thinking

Creative versus innovation

Genius thinking patterns

Innovation don'ts

Good starting points for effective innovation

Stream the conversation in the player below to learn more. You can also subscribe to InProcess Podcast on iTunes to receive this episode as well as future updates from the show on your smartphone.

In this special holiday episode, number 84, Trusted Counsel’s Evelyn Ashley and John Monahon spoke to Ryan Kenny, inventor of The Christmas Tree Hugger, a seasonal holiday product that he invented in 2016. In addition, podcast co-host John happens to be the business partner of Ryan Kenny! The Christmas Tree Hugger makes artificial trees look more festive, fun and real. The product comes in several holiday-inspired designs and is simply wrapped around the bottom of any fake tree.

This is a very inspiring interview with entrepreneur Ryan Kenny and a must listen to interview for any entrepreneur that is seeking to take their invention on television in front of thousands of viewers.

During the course of the podcast, CEOs, business owners, C-level executives and entrepreneurs will learn:

Ryan’s strategy for getting retail buyers to talk to him on the phone

The insider’s view on the various stages that contestants need to go through in order to get selected to appear on Shark Tank

How Ryan prepared for the actual filming of Shark Tank

The real reason why Ryan went on Shark Tank

The after-Shark Tank update, where you can find his product now!

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon spoke to Steve Teel, President and CEO of ServiceCentral. ServiceCentral has gone through two acquisitions; the first in 2005, the second in 2017. As a result, their employee base has grown by 30% and the company has increased revenue by 50% (some of which is attributed to the joint venture opportunities their software enabled). Steve said, “we’re getting a lot of traction in the industry that I didn’t think we would’ve had, had we not done the deal.”

About ServiceCentral

The company was founded in 1991 and is a private company. The company provides web-based reverse logistics, service and repair management software solutions to companies to transform the after-sales service of product into a profit stream.

During the course of the podcast, CEOs, business owners, and C-level executives will learn:

How ServiceCentral found the businesses it decided to acquire

The proactive steps that ServiceCentral took to address cultural differences post-acquisition

Questions every founder and or CEO needs to ask prior to considering an acquisition

Sage wisdom to listeners considering an acquisition

Where Steve sees ServiceCentral going in the next few years

Read our blog post and the transcription from this episode by visiting our website www.trusted-counsel.com and clicking on BLOG (episode 83).

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming.

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Jack Berlin, CEO of a technology company called Accusoft. Accusoft is a leading document and imaging software company based in Tampa, Florida. It was founded in 1991 as Pegasus Imaging Corporation. It’s a privately held company that has grown to approximately 160 employees. Having gone through several acquisitions, the company now provides a wide array of technology solutions to developers worldwide.

During the course of the podcast, CEOs, business owners, and C-level executives will learn:

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

In this episode, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Senior Counsel, Tom Wardell who joined the firm in early 2018. Additionally, Tom was president and CEO of Versyss from 1988 to 1993. Versyss was a provider of computer systems for small businesses and based in Boston and Los Angeles. It was the largest provider in the United States for the physician practice and credit union industries and one of the top-three providers for the construction and building-supply industry. Tom’s experience with buying and selling Versyss gives him unique insight and practical understanding of our clients’ businesses and the operating problems and issues they face. We’re pleased to share with you our in-depth interview with Tom Wardell.

During the course of the podcast, CEOs, business owners, and C-level executives will learn:

The biggest challenges Tom faced when he bought the business

What prompted him to start wearing bow ties (it started when he bought the business!)

How he got the business out of the black in 60 days

Advice for CEOs or first-time entrepreneurs looking to sell a business

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Susan Grossman of Rainlight, a boutique product design studio in London and Los Angeles. Rainlight’s talented team of industrial designers create products in all areas of architecture and design that include,; carpeting, lighting, furniture, and very technical curtain wall systems. Despite being a small team of six employees, Susan’s passion for product design and vision, along with her partner’s talent for creativity, has propelled the international practice of Rainlight to have clients in Europe, Asia, and North America. Susan explained to us during the interview, “We’re part lab, part workshop and part studio.”

During the course of the podcast, CEOs, business owners, and C-level executives will learn:

About Susan and her background (which is not in architecture nor design)

Rainlight's approach to working with clients in terms of "the process" for product design

Trusted Counsel’s Evelyn Ashley and John Monahon speak to Liz Harvey, CEO of Island Windjammers. Island Windjammers provides cruises in the Eastern Caribbean to seasoned travelers who’d likely gawk at the idea of booking a trip aboard an overcrowded massive cruise line where the activity of choice is rock climbing on the massive wall on the deck. Instead, guests on any of the three Island Windjammer’s ships; the Diamant, Sagitta, or the Vela, happily spend their recreational dollars for the experience of smaller sailing ships (10 – 26 guests), visits to smaller islands in the Caribbean, exploring quaint villages, and having more typical ship activities such as snorkeling and hikes.

During the course of the podcast, CEOs, business owners, and C-level executives will learn:

What led Liz Harvey to form Island Windjammers

Her best tactic for marketing the business

How she’s able to manage her team virtually from the United States

Her experience with fundraising and taking advantage of Rule 506(c)

How she managed to solidify her business when 2017 hurricanes hit hard and nearly decimated her ships and the business

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now of Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Are you a regular Trusted Counsel podcast listener? We want to hear from you! Share your thoughts on the podcast or call out your favorite episode by leaving us a rating on iTunes. It takes less than five minutes, but can significantly impact future programming. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

If you are a U.S. business providing goods or services to individuals and businesses in the EU, then you shouldn’t delay in undergoing a thorough review of how you access, store and use data.

In this podcast episode of In Process: Conversations About Businesses in the 21st Century, Trusted Counsel’s Evelyn Ashley and John Monahon speak to Michael Jones, Attorney at Trusted Counsel whose practice specializes in privacy, compliance and technology licensing. Michael discusses the latest developments in easy to understand terminology regarding the EU General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA) and data privacy in the United States.

During the course of the podcast CEOs, business owners, and C-level executives will learn:

The difference between the GDPR and the CCPA

What questions businesses should be asking themselves regarding the GDPR

Internal steps a business should take right now to become compliant

Expert legal advice for organizations that are reviewing their data privacy policies and procedures and their compliance risks

Commentary regarding the future of data privacy in the U.S.

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please give us a review and share this episode with anyone that you know might benefit from this episode.

In this first episode of a new series titled “Pithy Conversations with CEOs,” Trusted Counsel’s Evelyn Ashley and John Monahon speak to Moira Vetter, CEO and Founder of Modo Modo Agency, an award winning creative marketing firm with deep experience in B2B and complex go-to-market challenges.

Moira is a weekly contributor of Forbes and the author of AdVenture, An Outsider’s Inside View of Getting an Entrepreneur to Market. She is a past president of American Marketing Association, a founding member of a social change action tank, and she serves on Zoo Atlanta Leadership Council.

During the course of the podcast CEOs, business owners, and C-level executives will learn:

What led Moira to form Modo Modo

Why Modo Modo's company culture of high performance works

What's changing in the CEOs role as she approaches a milestone birthday

Her aggressive plans to grow the agency

Moira's advice for new CEOs

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now of Google Play to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please share with one or two people that would benefit from the episode. Interested in being a guest on our show? Email our show producers at inprocess@trusted-counsel.com for more information.

This week on In Process: Conversations about Business in the 21st Century,(Trusted Counsel’s bi-weekly podcast show) hosts Evelyn Ashley and John Monahon of Trusted Counsel are joined by Jonathan David Lewis, a branding and strategist expert and the author of Brand VS Wild: Building Resilient Brands for Harsh Business Environments.

During the course of the podcast business owners, C-level executives and entrepreneurs will learn about:

What prompted Lewis to write a book

Discussion of “the new economy”

Commentary regarding disruption in organizations

How to find your focus at work

Stream the conversation in its entirety in the player below, or download it to your mobile device via iTunes. Don't miss a single episode, subscribe to our show "In Process Podcast" on iTunes to receive this episode as well as future episodes to your smartphone.

Did you enjoy this podcast? Please give us a review and share with one or two people you feel would benefit from this episode. Want to be featured on our show? Email us at inprocess@trusted-counsel.com

“Flow promotes productivity and people who are able to work in flow are five times more productive,” she says. “Flow is that feeling you get when you’re doing what you love. You kind of lose your sense of time. You’re concentrating on the task at hand, to the exclusion of everything else around you, some people call it being in the zone, it’s the same thing.”

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn:

The concept of flow and why it's so important

Characteristics of flow

The idea of making better leadership decisions when you and your team are in a flow state

What you can do right now to maximize your flow state

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone. Would you like to be a guest on our show? Email us at inprocess@trusted-counsel.com

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” Managing Partner, Evelyn Ashley moderated a panel discussion (which was audio recorded on site) on learning about the process and benefits about certifying a woman owned business. Trusted Counsel, a corporate and intellectual property law firm is a certified woman owned business. The panelists were; Roz Lewis, President and CEO of the Greater Women’s Business Network®(GWBC®) the Southern Region’s certifying organization for the Women’s Business Enterprise Counsel (WBEC) and Deb Mackins who serves on the GWBC® and is Georgia Power’s representative to GWBC® from their Supplier Diversity and Development Department. Deb provides her insight from the perspective of a company that utilizes certified women owned businesses for services.

This panel discussion was open to the public in Atlanta and registration was required. The event was sponsored by Trusted Counsel and Aprio in Atlanta, GA. The event was organized by Launchpad2X, an intensive boot camp and master class program that focuses on what women entrepreneurs need to break through confidence barriers, achieve goals, and manage growth.

About Trusted Counsel: Trusted Counsel provides seasoned, practical and confidential legal services for businesses. We are a corporate and intellectual property law firm dedicated to serving the unique needs of companies, investors and legal departments. Our focus is to guide and empower you with exceptional legal counsel, knowledge and tools that lead to practical, informed business decisions.

About Aprio: Since 1952, clients throughout the U.S. and across more than 40 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier, CPA-led professional services firm, Aprio delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio serves individuals and businesses, from promising startups to market leaders alike.

During the course of the podcast, entrepreneurs, women business owners and C-level executive will learn:

About the certification process

The difference between a woman owned business and a woman owned businesses that is certified

Resources and information to help develop a woman owned business or a minority business

What to do once your business gets certified

To learn more about The Greater Women’s Business Council and their certification process, programs and resources, visit their website at www.gwbc.biz

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone.

We all know that call centers have some of the highest turnover rates for a given industry, 29 percent in fact (according to a 2016 Contact Decision Makers’ Guide). This figure is significantly higher than the 10% benchmark that most businesses and/or industries regularly aim for. Meet entrepreneur Craig Handley, a call center co-founder who is defying the grim industry statistics. With persistence and a lot of dedication, this modern, proud, and very humble entrepreneur has not only grown his call center business from 20 agents to over 1,000 (in both the US and Mexico), but also, he’s managed to significantly reduce turnover rates by implementing a very unconventional approach.

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Craig Handley, co-founder of ListenTrust, an industry leader for English and Spanish Language call center services in the United States and Mexico.

During the course of the podcast, entrepreneurs, business owners and C-level executive will learn:

How Craig went from call center agent to building his own world class call center

Culture building strategies that work

Why Craig trains his employees to quit!

How he saved his company from the brink of bankruptcy

Advice for failing businesses

Want to learn more about ListenTrust and their approach to outsourced call center services? Visit their website at http://www.listentrust.com/

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone.

We all know that call centers have some of the highest turnover rates for a given industry, 29 percent in fact (according to a 2016 Contact Decision Makers’ Guide). This figure is significantly higher than the 10% benchmark that most businesses and/or industries regularly aim for. Meet entrepreneur Craig Handley, a call center co-founder who is defying the grim industry statistics. With persistence and a lot of dedication, this modern, proud, and very humble entrepreneur has not only grown his call center business from 20 agents to over 1,000 (in both the US and Mexico), but also, he’s managed to significantly reduce turnover rates by implementing a very unconventional approach.

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Craig Handley, co-founder of ListenTrust, an industry leader for English and Spanish Language call center services in the United States and Mexico.

During the course of the podcast, entrepreneurs, business owners and C-level executive will learn:

How Craig went from call center agent to building his own world class call center

Culture building strategies that work

Why Craig trains his employees to quit!

How he saved his company from the brink of bankruptcy

Advice for failing businesses

Want to learn more about ListenTrust and their approach to outsourced call center services? Visit their website at http://www.listentrust.com/

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes and now on Google Play to receive this episode as well as future episodes to your smartphone.

Is your business in transition? Are your sales lagging? Or perhaps you are trying to determine the best way to motivate your sales team. Don’t go at it alone. Consider working with sales and business strategist Christie Walters. With proven techniques and results-oriented strategies, she’ll help you drive revenue and kick your sales team into high-performance gear.

This week on Trusted Counsel’s podcast show “In Process: Conversations about Business in the 21st Century,” we interview Christie Walters, a sales and business strategist who has deep experience with helping small, mid-sized companies and individuals reach their highest level of potential. She is the owner of iCore Strategy in Atlanta, Georgia. She is also the host of a podcast “The Why and the Buy.”

During the course of the podcast, entrepreneurs, business owners and C-level executive will learn:

When it's time to bring in a sales coach to your organization

The definition of designed alliance

How to obtain a FREE 30-minute consultation with podcast sales coach Christie Walters

How to get the most out of a coaching relationship

If you would like to learn more about Christie and her services, visit her website www.icorestrategy.com.

Don’t miss a single episode of our podcast show. Subscribe to our show “In Process Podcast” on iTunes to receive this episode as well as future episodes to your smartphone. Did you enjoy this episode? Please forward it to someone who might enjoy it.

This week on “In Process: Conversations about Business in the 21st Century,” we reach the final podcast in our series dedicated to the topic of preparing your business for sale.

There's a “new normal” in the marketplace. Too much money, chasing too few deals. We’re also now seeing a fairly dramatic reduction in the number of companies above 100 employees. That shrinkage, if you will, accounts for a lot of the competitiveness. And, the impact on the market? It's driving the capital downstream.

In the final installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Doug Tatum, chairman of Newport Board Group, a national partnership of CEOs and senior executives who advise emerging middle-market companies and assist private-equity firms to invest in and grow portfolio companies. Doug is also the author of “No Man’s Land: Where Growing Companies Fail,” a leading text about growth companies that has been translated into several languages and has won four National Best Business book awards.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

Concept of fractional C-level officers

Succession planning process

Best practices for selecting a successor

Lessons-learned from the sales process

Qualities you should look for in a purchaser

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.

This week on “In Process: Conversations about Business in the 21st Century,” we continue with the next podcast in our series dedicated to the topic of preparing your business for sale.

Business owners often consider themselves immortal and are among the worst offenders when it comes to wealth management and estate planning. They’re just so focusing on growing their businesses, they make the mistake of not setting the necessary time aside to address these very important aspects of their lives.

In the fifth installment of our six-part podcast series, show hosts Evelyn Ashley and John Monahon speak with Wilmington Trust’s Jonathan Fitzgerald, vice president and director of wealth and fiduciary planning in the Southeast, about how busy business owners can take a phased approach to wealth planning. Wilmington Trust is one of the largest personal trust providers in the United States.

During the course of the podcast, entrepreneurs, business owners and C-level executives will learn about the:

Processes and timelines involved with wealth planning

Aspects of family succession planning

Importance of wills and trusts

The role valuations play in wealth planning

The impact of insurance on the planning process

Different ways to transfer value outside of the estate

Tax changes affecting estate planning

Did you enjoy the podcast? Please give us a review and share the episode with anyone you know who would benefit.